Megan Lomeli

Better Tomorrows Start Here

Help Your Clients Create a Better Tomorrow

Helping people is at the heart of what WFG associates do every day. Even in this time of unprecedented access to information, there remains a lack of financial knowledge among individuals and families. However, WFG associates are ready to provide the tools and guidance needed to help clients make informed financial choices and meet their goals.

As a WFG associate, you will help your clients understand fundamental financial concepts that give them the foundation to create a sound strategy. You can help clients create a better tomorrow for themselves and their loved ones.

Financial Needs Analysis*

WFG associates offer their clients a professional and complimentary Financial Needs Analysis (FNA), which is the first step in helping to identify the core components of a clientâ€™s financial health. Some key areas that an FNA can help to identify include:

*The WFG Financial Needs Analysis ("FNA"), developed by World Financial Group, is based on the accuracy and completeness of the data provided by the client. The analysis uses information provided by the client that is believed to be current, accurate and reliable, although not guaranteed by the client. Discuss any legal, tax or financial matter with the appropriate professional. Neither the information presented nor any opinion expressed or derived from FNA the constitutes a solicitation for the purchase or sale of any specific security, financial service, or financial plan. Due to regulatory constraints, the WFG Financial Needs Analysis program is prohibited for use with mutual fund clients / clients of Transamerica Securities, Inc., and with client in Quebec.